SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
-$6.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,780
New
Increased
Reduced
Closed

Top Buys

1
+$989K
2
+$357K
3
+$285K
4
CVX icon
Chevron
CVX
+$246K
5
K
Kellanova
K
+$242K

Top Sells

1
+$213K
2
+$208K
3
+$195K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$127K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$124K

Sector Composition

1 Technology 16.14%
2 Healthcare 12%
3 Financials 9.28%
4 Consumer Discretionary 6.9%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$26K 0.01%
5,551
+23
577
$26K 0.01%
547
+84
578
$25.9K 0.01%
673
+6
579
$25.9K 0.01%
407
580
$25.8K 0.01%
1,889
581
$25.7K 0.01%
2,203
+26
582
$25.6K 0.01%
412
-11
583
$25.6K 0.01%
1,979
+407
584
$25.6K 0.01%
670
585
$25.5K 0.01%
126
-14
586
$25.5K 0.01%
7,386
+7,293
587
$25.4K 0.01%
+2,613
588
$25.4K 0.01%
2,007
-34
589
$25.3K 0.01%
117
+36
590
$25.1K 0.01%
1,193
+500
591
$25K 0.01%
740
592
$24.9K 0.01%
86
-1
593
$24.7K 0.01%
753
+3
594
$24.6K 0.01%
779
595
$24.5K 0.01%
944
-1
596
$24.5K 0.01%
1,761
+1,722
597
$24.5K 0.01%
1,589
+31
598
$24.4K 0.01%
130
+40
599
$24.3K 0.01%
1,023
600
$24.3K 0.01%
255
-1
22 23
24
25 26